PFA
PWZ icon

Pure Financial Advisors’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Pure Financial Advisors’s Portfolio PWZ Stock Details PWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.48M Sell
271,638
-20,895
-7% -$506K 0.09% 100
2025
Q4 		$7.07M Buy
292,533
+1,744
+0.6% +$42.2K 0.1% 92
2025
Q3 		$6.96M Sell
290,789
-13,739
-5% -$320K 0.11% 92
2025
Q2 		$7.11M Buy
304,528
+243,949
+403% +$5.69M 0.13% 84
2025
Q1 		$1.44M Sell
60,579
-644
-1% -$15.7K 0.03% 147
2024
Q4 		$1.51M Buy
61,223
+3,988
+7% +$99.3K 0.03% 138
2024
Q3 		$1.44M Buy
57,235
+12
+0% +$299 0.03% 130
2024
Q2 		$1.41M Sell
57,223
-19,164
-25% -$472K 0.04% 127
2024
Q1 		$1.9M Sell
76,387
-835
-1% -$20.9K 0.06% 112
2023
Q4 		$1.93M Sell
77,222
-58,245
-43% -$1.39M 0.07% 113
2023
Q3 		$3.18M Buy
135,467
+59,762
+79% +$1.45M 0.13% 79
2023
Q2 		$1.87M Buy
75,705
+457
+0.6% +$11.3K 0.08% 95
2023
Q1 		$1.86M Buy
75,248
+551
+0.7% +$13.5K 0.09% 94
2022
Q4 		$1.8M Buy
74,697
+43,864
+142% +$1.04M 0.09% 94
2022
Q3 		$714K Sell
30,833
-5,549
-15% -$136K 0.04% 129
2022
Q2 		$885K Buy
36,382
+11,555
+47% +$285K 0.05% 117
2022
Q1 		$641K Buy
+24,827
New +$668K 0.03% 137

Other funds holding PWZ

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pure Financial Advisors's PWZ Position: Q1 2026 in Review

Pure Financial Advisors reduced its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 7.1% in Q1 2026, selling an estimated $506K and leaving 271,638 shares worth $6.48M. The position accounts for 0.09% of the portfolio, ranked #100.

Pure Financial Advisors first reported a position in PWZ in Q1 2022 and has held it in 17 quarters since. The position peaked at $7.11M in Q2 2025. 127 funds tracked by Wall St. Rank hold PWZ as of Q1 2026.

  • Pure Financial Advisors held 271,638 shares of Invesco California AMT-Free Municipal Bond ETF worth $6.48M as of Q1 2026.
  • Pure Financial Advisors sold 20,895 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $506K.
  • Invesco California AMT-Free Municipal Bond ETF made up 0.09% of Pure Financial Advisors's portfolio in Q1 2026, its #100 holding.
  • Pure Financial Advisors first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • Pure Financial Advisors's Invesco California AMT-Free Municipal Bond ETF position peaked at $7.11M in Q2 2025.
  • 127 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Pure Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.